Among them, the price of memory particles increased by as much as 15% QoQ, mainly because the memory price was relatively low, and the demand for video card mining continued to remain high, while the prices of other types of memory chips also increased by 3-6%.
Jibang Consulting estimates that the price of PC DRAM memory chips will continue to increase in the second quarter. The average contract price in April has already reached US$34, which is 3% higher than the average in the first quarter.
However, due to the higher profitability of the server's memory and the greater room for making money, DRAM memory manufacturers have shifted their remaining capacity in the past, which has directly caused the PC's memory supply to become more tense.
In addition, although first-tier DRAM makers (Samsung/SK Hynix/Micron) are all building new factories, they will all take some time, and they will not be effective until the end of this year.
In the current global DRAM market, Samsung Electronics takes the lead with 44.9%, followed by SK Hynix with 27.9%, and Micron with 22.6%.